Partner & Director of Planning
Stephen joined Setarcos Wealth Advisors in 2014 as an advisor. He brings more than two decades of finance, investment and accounting experience to the firm. He began his career with Ernst & Young LLP where he acquired his CPA license. He then moved into various corporate finance roles at Continental Airlines and The Clorox Company. His previous roles helped him develop valuable knowledge and experience related to financial planning, investment management, and tax.
He earned a Bachelor of Science in Business from Miami University (Ohio) with a major in accountancy. In addition, he earned a Certificate in Personal Financial Planning from UC Berkeley Extension.
Stephen holds the following credentials:
- CFA® Charterholder
- Certified Financial Planner®
- Certified Public Accountant
When not in the office, Steve can be found cycling in and around Philadelphia, listening to live music or in his kitchen making pizza.
